June 21-22, 2016 / Chelsea Piers, New York

Creating Opportunity through Collaboration

Our 8th annual SIFT conference will once again bring together senior fund executives, with their counterparts at key distributors, to share thoughts and discuss key industry trends. Last year we hosted over 200 executives from across the mutual fund and wealth management industries – including leaders of sales, national accounts, product development, marketing and strategy from fund managers, as well as heads of mutual fund relationships and other key gatekeepers at the industry’s most important distributors. This year we expect an even larger crowd to join the research experts at Strategic Insight as we tackle today’s most pressing challenges and most important opportunities.

Keynote Presentation: Raymond James - In-Depth Perspective

Scott Curtis, President, Raymond James Financial Services
As president of Raymond James Financial Services, Mr. Curtis directs Raymond James’ independent advisor business and its Financial Institutions Division that includes over 3,500 financial advisors and generates approximately 30% of the firm's annual revenues. He was promoted to his current position in January 2012 following six years as senior vice president of Raymond James & Associates Private Client Group (PCG) where he was responsible for prioritizing and directing numerous initiatives focused on revenue growth, efficiency enhancements, service improvement, and risk mitigation.

Flagship features of SIFT:

• Insights and candid perspectives from key gatekeepers of national, regional, and independent broker dealers as well as RIA platforms

Sponsorship Information:

General Information :

It's my second time at the SIFT conference, and as a product analyst at an asset management firm, I believe the SIFT conference is a no-brainer to attend to make sure you are staying on top of the product and related trends in our industry."-Daniel Jarrett, T. Rowe Price
"Very positive…good information on the state of the industry…good networking opportunities."- Frank McCarthy, Ameriprise